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The distance learning Certificate in Financial Advice (CeFA) course is the perfect home study course to ensure that you succeed in this exciting field. Our uniquely flexible Certificate in Financial Advice (CeFA) home learning course has no time limits. You can start your home learning course whenever you like and there are no deadlines to meet, so you can adapt your distance education course to meet your needs, all from the comfort of your own home.

Once you have registered on the distance education Certificate in Financial Advice (CeFA) course you will be assigned a personal tutor who specialises in their field of study. Your dedicated personal tutor is always on hand to answer any query you may have, no matter how big or small, and you will also have access to a dedicated course advisor who offers guidance and advice.

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Back Course Index Business, Management, Law and Security Certificate in Financial Advice (CeFA)
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Certificate in Financial Advice (CeFA) Course

A Distance Learning Course of 6 Lessons
Course Description

Ideal for student who want to become a financial advisor, the Certificate in Financial Advice (CeFA) is the most effective and efficient way of getting into the financial sector industry. After completion of this course, students are allowed to become a licensed advisor and start their own business or work within the financial services industry as it gives you a broad overview of the financial market and the laws and legislations surrounding the industry.

Course Syllabus

UK Financial Regulation

Unit 1

  • Introduction to the Financial Service
  • Environment & Products
  • 1hr (50 MCQs)

Unit 2

  • Financial Services and Regulation
  • 1hr (50 MCQs)

Investment and Risk

Unit 3

  • Principles of Investment
  • 1 hr (Section A, 40 MCQs, Section B, Case Studies of 5 questions each)

Unit 4

  • Investment Products
  • 1hr (Section A, 40 MCQs, Section B, Case Studies of 5questions each)

Retirement Planning and Protection

Unit 5

  • Protection
  • 1 hr (Section A, 40 MCQs, Section B, 2 case studies of 5 questions each)

Unit 6

  • Retirement Planning
  • 1hr (Section A, 40 MCQs, Section B, 2 case studies of 5 questions each, Total of 50 questions)

Assessment of Investment Advice Knowledge

  • 2 hrs (6 case studies with 10 MCQs each)
Qualifications
Study Options

This course is an online course. With online study you have access to your entire course from the start of your studies. You can access your course materials, and submit all of your question papers to your personal tutor, online from anywhere in the World using your unique student account.

Fees
 

Online

Online with Elearn

Yes
No
£895.00
N/A
N/A
N/A

Enrol with Elearn
Studying Online. If you would like to study online we cannot accept payment for course fees in instalments, instead course fees must be paid in full at the point of enrolment. The reason for this is due to the fact that when you study online you have access to all of your course materials from the outset.

 

 

 

Requirements for Entry

There is no experience or previous qualifications required for enrolment on this course. It is available to all students, of all academic backgrounds.

Study Hours

This is only an approximate figure and is dependant upon how much time you can dedicate to your studies and how well you grasp the learning concepts in the course material. Furthermore, at the end of each lesson there is a question paper that needs to be completed and returned to your tutor. You should allow at least 1 - 2 hours of study to complete each question paper.

The approximate amount of time required to complete the course is: 240 hrs.

Additional Information

Course duration

Depending on your approach to learning, between four to six weeks for entire course.

Included in course

  • FREE Video based training narrated by an online tutor
  • Full support material (IFS manuals; past exams; self assessment books)
  • Competence monitoring-monitor study progress.
  • Personalized online study account-(Accessible from any internet connection worldwide)
  • Full visual online training (training materials are narrated by a qualified tutor via video)

Assessments

  • Full Administrative support (IFS registry –Exam bookings-DVLA Testing centre (for your convenience; FSA Registry (registry of qualification)

How do I study?

From the comfort of your own home, no time table given, study at own pace, 24/7 service to online assistance

Connectivity

  • Windows Operating System
  • 1.5 ghz CPU
  • 256 mb ram (optimal 512 mb ram)
  • Internet Explorer 7/8 (depending on Adobe Flash Player Plugin Version)
  • Adobe Flash Player 10
  • ADSL 256 Kbps cable
  • Wi- fi 54 Mbps wireless

Resources needed for course

It is your responsibility to ensure that you have the correct equipment and that you are connected to the appropriate software and services that will enable you to have access to our courses.

Cost

£895 per full course, including full course material and online assistance excluding examination and registration which is £135 per module payable to the IFS School of Finance.

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